WTRE vs. REET
WTRE (WisdomTree New Economy Real Estate ETF) and REET (iShares Global REIT ETF) are both REIT funds - WTRE tracks the CenterSquare New Economy Real Estate Index while REET tracks the FTSE EPRA/NAREIT Global REIT Index. Both are passively managed. Over the past 10 years, WTRE returned 3.95%/yr vs 4.37%/yr for REET. A 0.71 correlation means they provide meaningful diversification when combined. WTRE charges 0.58%/yr vs 0.14%/yr for REET.
Performance
WTRE vs. REET - Performance Comparison
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Returns By Period
In the year-to-date period, WTRE achieves a 20.00% return, which is significantly higher than REET's 11.67% return. Over the past 10 years, WTRE has underperformed REET with an annualized return of 3.95%, while REET has yielded a comparatively higher 4.37% annualized return.
WTRE
- 1D
- -0.18%
- 1M
- -1.96%
- YTD
- 20.00%
- 6M
- 19.09%
- 1Y
- 37.40%
- 3Y*
- 19.04%
- 5Y*
- 1.35%
- 10Y*
- 3.95%
REET
- 1D
- 0.77%
- 1M
- 1.11%
- YTD
- 11.67%
- 6M
- 12.03%
- 1Y
- 14.10%
- 3Y*
- 11.63%
- 5Y*
- 2.85%
- 10Y*
- 4.37%
WTRE vs. REET - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WTRE WisdomTree New Economy Real Estate ETF | 20.00% | 26.36% | -3.27% | 14.07% | -31.68% | 1.00% | -15.74% | 22.28% | -11.21% | 37.80% |
REET iShares Global REIT ETF | 11.67% | 7.97% | 2.65% | 10.28% | -24.10% | 32.43% | -10.48% | 24.42% | -5.27% | 7.48% |
Correlation
The correlation between WTRE and REET is 0.51, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.51 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.77 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.80 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.72 |
Correlation (All Time) Calculated using the full available price history since Jul 10, 2014 | 0.71 |
Over the past year, the correlation between WTRE and REET has dropped to 0.51 - well below their long-term average of 0.71, suggesting their price drivers have been diverging.
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Return for Risk
WTRE vs. REET — Risk / Return Rank
WTRE
REET
WTRE vs. REET - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree New Economy Real Estate ETF (WTRE) and iShares Global REIT ETF (REET). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WTRE | REET | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.68 | ||
| Sortino ratioReturn per unit of downside risk | +0.83 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.20 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 2.64 | 1.57 | +1.08 |
| Martin ratioReturn relative to average drawdown | 7.19 | 5.60 | +1.59 |
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Drawdowns
WTRE vs. REET - Drawdown Comparison
The maximum WTRE drawdown since its inception was -74.18%, which is greater than REET's maximum drawdown of -44.59%. Use the drawdown chart below to compare losses from any high point for WTRE and REET.
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Drawdown Indicators
| WTRE | REET | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.18% | -44.59% | -29.59% |
Max Drawdown (1Y)Largest decline over 1 year | -14.22% | -9.04% | -5.18% |
Max Drawdown (3Y)Largest decline over 3 years | -22.14% | -18.02% | -4.12% |
Max Drawdown (5Y)Largest decline over 5 years | -42.54% | -32.11% | -10.43% |
Max Drawdown (10Y)Largest decline over 10 years | -48.47% | -44.59% | -3.88% |
Current DrawdownCurrent decline from peak | -5.32% | -0.66% | -4.66% |
Average DrawdownAverage peak-to-trough decline | -24.92% | -9.75% | -15.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.22% | 2.52% | +2.70% |
Volatility
WTRE vs. REET - Volatility Comparison
WisdomTree New Economy Real Estate ETF (WTRE) has a higher volatility of 5.74% compared to iShares Global REIT ETF (REET) at 4.36%. This indicates that WTRE's price experiences larger fluctuations and is considered to be riskier than REET based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTRE | REET | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.74% | 4.36% | +1.38% |
Volatility (6M)Calculated over the trailing 6-month period | 16.11% | 9.39% | +6.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.70% | 12.52% | +8.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.40% | 16.97% | +2.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.43% | 18.85% | -0.42% |
WTRE vs. REET - Expense Ratio Comparison
WTRE has a 0.58% expense ratio, which is higher than REET's 0.14% expense ratio.
Dividends
WTRE vs. REET - Dividend Comparison
WTRE's dividend yield for the trailing twelve months is around 2.03%, less than REET's 3.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REET iShares Global REIT ETF | 3.37% | 3.67% | 3.64% | 3.27% | 2.43% | 3.18% | 2.65% | 5.25% | 5.73% | 3.84% | 5.37% | 3.56% |
WTRE WisdomTree New Economy Real Estate ETF | 2.03% | 2.33% | 2.69% | 2.05% | 1.68% | 6.47% | 2.96% | 7.88% | 4.49% | 6.34% | 5.96% | 4.58% |
Frequently Asked Questions
WTRE and REET have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WTRE has higher volatility (5.74%) compared to REET (4.36%). In terms of maximum drawdown, WTRE dropped -74.18% vs REET's -44.59%.
On 10-year performance, REET leads with 4.37% vs 3.95% for WTRE. On fees, REET is cheaper at 0.14% per year. On volatility, REET has been the lower-risk option at 4.36%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, REET has performed better with a 4.37% return vs 3.95%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
REET is cheaper with a 0.14% expense ratio, compared with 0.58% for WTRE.
REET has the higher dividend yield at 3.37%, compared with 2.03% for WTRE.
WTRE tracks CenterSquare New Economy Real Estate Index, while REET tracks FTSE EPRA/NAREIT Global REIT Index. They also come from different issuers: WisdomTree and iShares. Their fees differ too: 0.58% for WTRE and 0.14% for REET.
WTRE currently has the higher Sharpe Ratio (1.82 vs 1.14), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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